Contracting Information A through L - Applied General Agency, LLC

Contracting Information A - L

Aetna

Aetna Med Supp

Agewell

Alignment

American National

Ameritas Dental and Vision

Anthem Blue Cross and Amerigroup

Aspire

Astiva

Asuris Northwest and Regence BlueCross BlueShield

Bankers Fidelity

Banner Health

    BCBS of AZ

    BCBS of Kansas City (MO & KS)

    Blue Shield

    Brand New Day

    Bright Health

    Centene – Allwell, Ascension Complete, Fidelis Care, Health Net, and WellCare

    Central

    Aetna

    Contracting

     

    Thank you for your interest in marketing Aetna Medicare and SilverScript through Applied General Agency. Aetna uses an online contracting system and we will need some information to get the process started.

    To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days. Click on the link to begin contracting.

    For a full overview please see Aetna Onboarding Guide

    Aetna: Invitation

    You will be asked if you already have access to the Aetna Producer World. If you do not, you will be asked to register. After you are registered for Producer World, click back on the contracting link and log in using your Username and Password.

    If you, cannot find your invitation email or are taken to the Producer World home page, navigate to Individual Medicare, Quick Links then Medicare Producer Contracting. If you have multiple invites, you will need to cancel all but one invite to move forward.

    Aetna: Producer World welcome

    Upon login to Producer World, your records will be pulled from the National Insurance Producer Registry. Be sure to update your personal and firm information with the National Insurance Producer Registry https://nipr.com/licensing-center/change-contact-info.

    Aetna will then ask if you are contracting as an agency. Select YES if you are the principal of your own corporation. Select NO if you are not the principal of your own corporation.

    Aetna: Agency Contracting

    You will then review and sign your W-9. Complete required fields with and select the blue “Click to Sign” button.

    Aetna: Click to Sign W-9

    Continue and select invitation.

    Aetna: Select Invitation

    Now you will work your way through each contracting tab. Fill in all the mandatory fields as requested. The tab will show “incomplete” if information is missing. Note the final “Transfer” tab – this is where you will upload your Aetna transfer form if you are moving from a different upline agency. This is NOT required if you are contracting with Aetna for the first time.

    Aetna: Transfer

    If you are already contracted you will need to complete the Aetna Transfer Release form. If your current upline signs it, you will transfer immediately. If the form is not signed by your upline, upload the form with just your signature and you will be realigned after a 90-day waiting period. No transfers can be made between 10/1 and 12/31.

    After all tabs have been completed, submit the contract for processing. You will receive a confirmation of submission. You can immediately begin Aetna certification by using Aetna certification instructions in your AGA back office portal under Sales Tools, My Sales Tools then Certifications.

    IMPORTANT – Your contract will finish NOT processing until certification is complete.

    Upon completion of your contract and yearly certification, you will be appointed by Aetna for Individual Medicare products in the pre-appointing states where they hold an active license. Just-in-time appointing states will be ordered after a policy is written.

    Transfer/Release Policy

    Transfers are not permitted or processed from October 1 – December 31. The last day to submit a notice of intent for the current year’s AEP is June 30th.

    If you are currently contracted, have been with your current upline for at least three months AND have no production in the last three months you may submit a new contract. Please follow the instructions above for new contracting.

    If you are contracted less than three months or have had production in the last three months, you will need to complete a new contract and upload the Aetna Transfer Release form. Please follow the instructions above for new contracting.

    If your upline will not sign the Transfer form, begin a notice of intent by completing all the way to the agent portion of the Transfer form. The completed transfer must be submitted electronically via Medicare Producer Contracting via Producer World. Open Producer World>Medicare Producer Contracting>Open assigned invitation>Add Document>Upload transfer or intent to transfer. Once submitted, you will be transferred to the AGA after a 3-month interim period.

    Demographic Changes

    Update your personal and firm information with the National Insurance Producer Registry https://nipr.com/licensing-center/change-contact-info. Your demographics from NIPR will flow into Aetna’s contracting tool.

    Log into Producer World https://www.aetna.com/about-us/login.html. Navigate to Manage your personal information > Personal/Firm profile > Firm Access Info/privileges > Personal Profile

    If you have questions, just contact the Aetna Medicare Broker Services Department at 1-866-714-9301 or brokersupport@aetna.com. Normal business hours are 8 a.m. to 8 p.m. ET from Monday – Friday.

    EFT Changes

    Log into Producer World https://www.aetna.com/about-us/login.html. Navigate to the Compensation section. Click “Get compensation statement” then select the applicable direct deposit link (individual or firm). Submit the updated form online.

    If you have questions, just contact the Aetna Medicare Broker Services Department at 1-866-714-9301 or brokersupport@aetna.com. Normal business hours are 8 a.m. to 8 p.m. ET from Monday – Friday.

    Add Non-Resident State

    You should actively monitor your RTS status before selling in each state where you conduct business. You can begin to monitor your active RTS status now on our new map tool on Aetna’s Individual Medicare Page under Requirements to sell on Producer World, https://www.aetna.com/about-us/login.html. This interactive map will allow an agent or agency principal to determine their own RTS status by product and by state, specific to the selling season.

    To add a state email brokersupport@aetna.com, and include your name, NPN, non resident license, and state you would like to be contracted in that state.

    Some state appointments are processed just in time, and others need an appointment prior to submitting business. Review Aetna’s Pre-Appointment State List

     

    Assignment of Commissions

    Agents can only assign commissions to themselves or a broker-owned agency. Aetna allows for one agent-principal per broker-owned agency. If assigning commissions to a third party there are two options. One, the agent can contract as an LOA under AGA. AGA will pay agent commission in accordance with the assignment of commission on file. Two, update the agent’s EFT to pay the third party. The agent will get the 1099 at the end of the year, but the third party’s accountant can change that to the third party with a form.

    Aetna Med Supp

    Contracting

    Thank you for your interest in marketing Aetna Med Supp through Applied General Agency. Aetna Med Supp uses an online contracting system and we will need some information to get the process started.

    Aetna Med Supp Directory

    Aetna Med Supp Producer Guide 4/27/2020

    To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days. Click on the link to begin contracting.

    Aetna Med Supp: Begin Contracting

    Contracting:
    Click the link in the email
    Click the “Start” button or enter your reference number if you are returning to a previously started application.
    IMPORTANT – Be sure to save your reference number in case you need to come back to contracting application
    Scroll through the screens and complete all the requested information
    You will be able to upload any documents that may be needed, such as release letters or explanations for special circumstances
    Review your information at the at the “Acknowledgment” page – prior to submission
    Click the “Submit” button

    Aetna Med Supp: Acknowledgement

    You will receive an email letting you know that your contracting application has been received for processing. Processing will take approximately 7-10 business days. An email will be sent to you with your new Aetna Supplement writing number when the approval process is complete. If you have any issue during contracting, please call the support desk at 800-264-4000.

    Transfer/Release Policy

    Aetna Med Supp Producer Guide 4/27/2020

    A letter of release is needed if you have written business within the past 6 months or have been contracted with your current upline for less than 6 months.

    To transfer immediately a letter of release is needed from your current upline.

    If you are unable to obtain a release, you may begin a delayed 6 month release. To begin you will need to contact the Regional Sales Specialist at Aetna to let them know you would like to change hierarchies. You will be able to switch hierarchies 6 months after making this request and can continue to write business during this waiting period.

    When the 6 month waiting period is over, you will need to submit a new contract with the requested upline hierarchy.

    Add Non-Resident State

    Log into https://www.aetnaseniorproducts.com/ssi/index.html

    To view where you are currently contracted select under My Business select profile.

    States / product in purple- State Product available and Agent is appointed.
    States / product in grey – State product is available and Agent is NOT appointed.

    Agents can now request state appointment – Select the Agent Number you are requesting an appointment. For any state / product without an appointment (highlighted in grey), click on the company code to request appointment. Once request is submitted, it will be highlighted in “Yellow”. Please allow 48 hours to process these requests. If a valid license is available and appointment is submitted, then the state / product will be updated to purple. If no valid license is available, then appointment is not submitted. State / product will be updated to grey.

    EFT Changes

    To change your EFT, complete the EFT form. Either fax 855-571-3847 or electronically send to Aetna Med Supp. To electronically submit log into https://www.aetnaseniorproducts.com/ssi/index.html, select My Tools, Agent Maintenance. Request type is Agent Maintenance, Select Agent Number, upload EFT form, and submit.

     

    Agewell

    Contracting

    Thank you for your interest in marketing Agewell through Applied General Agency. To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com with a copy of the current year’s AHIP. You will find the 5.6 in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”.

    After you return the 5.6 Add Carrier Request AGA will send your paper contract to the carrier, then you can complete an in person training. 

    Transfer/Release Policy

    Agents can request a 6 month delayed release with completing part 1 of the Transfer Release Form. Or can complete part 1 & 2 of Transfer Release Form (where FMO signs) for an immediate transfer. Send the completed transfer form to medicarebrokerintake@agewellnewyork.com & contracting@appliedga.com

    Alignment

    Contracting

    Thank you for your interest in marketing Alignment through Applied General Agency. Alignment uses an online contracting system, and will require you to complete your own contracting. Please allow about two hours to complete this process. You will be contracting and certifying in one sitting, when complete you should be sent a ready to sell letter. Please have your license, E&O and AHIP ready to upload.

    Navigate to https://www.alignmenthealthcare.com/Partners/Brokers; click on Agent tab, and select New Agent. Enter your license, NPN and selling market.

    Complete General Information. Select Applied General Agency as your contracted affiliation. Just start typing Applied and a drop down will appear for you to select Applied General Agency. Select NEXT.

    Alignment: 2020 Certification

    Upload Documents: Upload your current license, E&O and AHIP.

    AOC Agreement: Fill your full name in Agent Signature and ensure Contracted Agency Name is Applied General Agency.

    Training: Please note the following about our certification training and exam.

    You need to watch the entire training video before taking the exam. The certification exam must be completed within 2 hours, or you will have to restart the training. All questions must be answered and you must achieve a score of 85% or greater. You need to pass the certification exam within 3 attempts

    If you choose to come back later, to get to the training navigate to https://www.alignmenthealthcare.com/Partners/Brokers; click on Agent tab, and select New Agent. Enter your license, NPN and selling market. You will be taken to where you left off.

    Transfer/Release Policy

    Policy: Active Agents in good standing will be granted a (1) time per year hierarchy change with no release required from FMO/Agency hierarchy. Requests need to be submitted by 15th of the month, to be effective the following month with a blackout period from October – December. Moves requested during the 4th quarter will require a letter of release in order to be honored.

    Start your transfer today by emailing an Alignment transfer form to contracting@appliedga.com and AgentOnBoarding@AHCUSA.com.  Tell us you are currently contracted with another upline, would like to move to AGA. If you are submitting the request October – December, please attach a letter of release from your current upline.

    Example Email: AGA Contracting, I am currently contracted with Alignment through Jones Agency, but I would like to transfer to AGA. Please see attached transfer form. Thank you, Sally Ann

    Add Non Resident State

    Log into Alignment portal, and complete state specific certifications. https://agents.alignmenthealthcare.com/ 

    American National

    Contracting

    This is a just in time carrier, meaning we contract you at the same time you write your first piece of business. Be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier.

    If you need product information or supplies create a support ticket in your AGA portal. Click on Sales Tools > Tickets and Messages > Add New. Select subject, add your message, then click create.

    Transfer / Release Policy

    Coming soon.

    Ameritas Dental and Vision

    Contracting

    Thank you for your interest in contracting with Ameritas. To get started please complete the Ameritas contract in accordance to the states you are contracting with. Then email the contract and your licenses (resident and non-resident) to contracting@appliedga.com and LC@ameritas.com. Once this is done the carrier agent is sent a copy of a welcome letter which includes your custom URL.

     Ameritas Contracting (Not NY)

    Ameritas Contracting NY ONLY

    Transfer / Release Policy

    Agents are free to transfer their Ameritas appointment without a release after 6 months of no production under their current GA. To begin the transfer please complete the Ameritas contract in accordance to the states you are contracting with. Then email the contract and your licenses (resident and non-resident) to contracting@appliedga.com and LC@ameritas.com. Once this is done the carrier agent is sent a copy of a welcome letter which includes your custom URL.

     Ameritas Contracting (Not NY)

    Ameritas Contracting NY ONLY

    Demographic Changes

    Email LC@ameritas.com with your demographic changes

    EFT Changes

    Complete EFT changes on www.producerportal.ameritas.com  

    Add Non Resident State

    Agents are able to sell products as long as they are contracted in ‘just in time’ status. States are appointed as business is submitted. PA is our only pre-appointment state. If an agent wants to quote in PA they need to notify LC@ameritas.com to add their PA appointment.

    Assignment of Commissions

    Coming soon.

    Aspire

    Contracting

    There are a limited number of agent contracts available for Aspire. To be considered for contracting Aspire you will need to conduct the majority of your business in Monterey county, and provide a marketing plan or an estimate of the business you expect to write. Please detail your qualifications in an email to help@appliedga.com.  

    Transfer / Release Policy

    Coming soon.

    Anthem Blue Cross and Amerigroup

    Contracting

    Thank you for your interest in marketing Anthem Blue Cross & Amerigroup through Applied General Agency. Anthem uses an online contracting system and we will need some information to get the process started.

    To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days.

    The Anthem email will be from software.support@anthem.com with the subject of “Action Required: Your agency has asked us to appoint you”. The body of the email will indicate that the invite was sent to you by ‘APPLIED GENERAL AGENCY, INC’.

    Anthem Walkthrough: Anthem submission guide

    If logging in using the link in the email notification received from SoftwareSupport@anthem.com, once logged in you will land directly in the appointment request. If logging in by going to https://brokerportal.anthem.com/apps/ptb/login, Click the ‘Complete Appointment’ button

    Basic Information: If Contracting as a Corporation: The agency information section will only appear if you select ‘yes’ to indicate you are the Principal of an Agency or General Agency. If you are a not the principal of the agency, please select ‘no’ and you will not be prompted to enter any agency information.

    Appointment Section: Select the state/brand combinations you would like to be appointment/contracted in. Select “Line of Business” – most states will have the options of Individual, Large Group, Small Group and Senior. You will select one option and then select Add another Line of Business to add additional options. Select who your Medicare commissions should be paid to. When contracting as a corporation both you and your corporation need to be licensed in all states being requested.

    To sell Medicare with AGA it is very important to select to sell the Senior line of business.

    • Commission selection – State selection needs to be complete to view all options
      • Broker – Direct pay to agent
      • Parent Agency – Commissions are paid to AGA, and AGA will pay you
      • 3 Tier Broker Owned Agency – Commission paid to the corporation you own
      • 3 Tier Agency – Not Common – You are assigning your Anthem/Amerigroup commissions to a third party that is currently contracted with Anthem.

    If a release is required due to an existing agency relationship, you will see the release information message. If a release is not required, you will not see any release information.

    Complete business survey, forms, EFT, and payment. Payment of state appointment fees is required if you are contracting for the first time in this state. Fees are determined by each state’s Department of Insurance.

    When completed you will see a submission confirmation. You can then check the status of your request on your dashboard

    You may now begin the certification process. You can complete the certification while your contract is being processed, Instructions are in your back office portal. After the contract is processed and certification has been completed successfully, you will receive an Anthem “Welcome” letter with agent number.

    Transfer/Release Policy

    If you are currently contracted with Anthem through another agency you will need to submit a new agent contract under AGA using the above instructions.

    In addition to the paperwork, there are two ways to transfer to AGA.

    Immediate transfer: Submit your AGA/Anthem contract and upload your letter of release from your previous agency. Please reach out to your current upline to see if they will issue a letter of release. If the release is not uploaded you will default to the three month delayed release.

    Three month delayed release: Submit your AGA/Anthem contract. After three months you will need to send a new AGA/Anthem contract. You will be sent an email from Anthem notifying your three months has passed. Email that email to contracting@appliedga.com and we will send you a new contracting link.

    Agents submitting for a delayed release from 7/1 to 9/1 can submit their second contract after 1/1.

    Agents can continue to sell Anthem whether their Upline Agency honors their request for immediate release or requires a waiting period.

    A limit of one release every 12 months.

      Demographic Changes

      See Anthem Demographic-EFT-Commission Pay Structure.

      Updating contact/demographic information page 15

      Log into Producer Toolbox https://brokerportal.anthem.com/apps/ptb/login. Click the profile icon and ‘Account Details’, click ‘Contact’, click ‘Edit’. Update desired information (address, phone number, and/or email address) and click ‘Save’. If updates are accepted, a successfully message will appear.

      EFT Changes

      See Anthem Demographic-EFT-Commission Pay Structure.

      Existing Brokers Changing Commission Payment Structure page 12 – 13
      Existing Agents Adding or Updating Electronic Fund Transfer (EFT) page 14

      Log into Producer Toolbox https://brokerportal.anthem.com/apps/ptb/login. Click the profile icons, ‘Account Details’
      Select ‘EFT info’. Add, Edit, or Remove EFT information.

      Add Non-Resident State

      To add a state new contracting forms will need to be submitted. Follow initial contracting instructions for Anthem as described above.

      Assignment of Commissions

      See Anthem Demographic-EFT-Commission Pay Structure.

      Existing Brokers Changing Commission Payment Structure page 12 – 13

      At this time existing agents are only able to request this type of change during the communicated opt in period.

      Log into Producer Toolbox https://brokerportal.anthem.com/apps/ptb/login. Click the profile icon and ‘Account Details’. Scroll down to a state with a senior relationship under your upline/parent agency. Click ‘Update Commission’ to change the commission payment setup. Note: When changing your commission payment structure, you only have to complete this process for one state. Based on that request, the updates will be made for ALL state under that upline/parent agency.

      Select desired commission payment setup type from the dropdown list. Enter the required agency information if requesting a 3 Tier setup. Click ‘Save Changes’. Complete all required forms. Click ‘I Acknowledge’ and then click ‘Back to Overview’ once all forms show completed. Click ‘Submit’. A confirmation screen will appear with a button to return to ‘Account Details’.

      Changing Commission Payment Structure Note:

      If the change from FMO pay to direct pay is done during the opt in window (determined by Anthem usually during the summer exact dates are determined yearly) then both new business and renewal business will pay direct starting the 1st of the new year.

      If the change from FMO pay to direct pay is done during the year using the year round exception then the new business will pay direct starting the following month and renewals will pay as FMO pay until the 1st of the new year when it will start paying as direct pay.

      Astiva

      Contracting

      Thank you for your interest in marketing Astiva through Applied General Agency. Astiva uses an online contracting system, and will require you to complete your own contracting.

      Certification Link:  http://brokerportal.astivahealth.com/ 

      Please be prepared to provide the following information:

      • National Producer Number (NPN)
      • AHIP for current year
      • CA Department of Insurance License
      • E&O Coverage

      Transfer/Release Policy

      For an immediate transfer please send a copy of your letter of release to contracting@appliedga.com and let us know you need to transfer your Astiva contract.

      If you are unable to obtain a letter of release from your current upline, Astiva can review transfers on a case by case basis. Please reach out to brokersupport@astivahealth.com and contracting@appliedga.com, to discuss your situation. 

      Asuris Northwest and Regence BlueCross BlueShield

      Contracting

      Thank you for your interest in marketing Asuris/Regence through Applied General Agency. Asuris/Regence will send you paper contracting to complete and after they receive your contracting request and supporting documents.

      Send the Asuris Contracting Request Form and supporting documents for your appointment type to contracting@appliedga.com and agentdesk@regence.com. When submitting a Producer Affiliation request as an Agency appointment, the corporation and agent must be both licensed in the states requested. Additional plans and LOBs can be added later. However, to avoid issues, it’s always best to include all that’s needed with your initial application request.

      Allow 10-14 business days for the request to be processed (can take longer during times of increased activity). The Asuris Agent Onboarding team will send the producer/agency agreement to the email provided. Review, sign and complete and return agreement to agentdesk@regence.com.

      Once the request is complete, you will receive a welcome email with your writing number. If a Medicare appointment to sell MA/PDP Plans was requested, agents will automatically receive an email with a link to the certification training found at Pinpoint.

        Transfer/Release Policy

        Asuris/Regence will allow agents to switch FMOs once a year. A switch will be allowed anytime between January 1st and October 1st. For an immediate transfer a letter of release from the current upline. If a release cannot be obtained an agent may begin a delayed 3-month release by requesting, in writing, a release from their current upline.

        Start your delayed 3-month transfer today by emailing your current upline, AgentDesk@regence.com, and contracting@appliedga.com. Example Email: Current upline, I would like to move my Asuris/Regence contract to Applied General Agency. Please send a letter of release at your earliest convenience. Thank you, Sally Ann

        For example, if your request is received January 1st, you will transfer to AGA for applications dated after March 1st. 

        Demographic Changes

        Email changes to AgentDesk@regence.com

        EFT Changes

        Email updated void check to AgentDesk@regence.com.

        Add Non-Resident State

        Send the Asuris Contracting Request Form and supporting documents for your appointment type to contracting@appliedga.com and agentdesk@regence.com

        Allow 10-14 business days for the request to be processed (can take longer during times of increased activity). The Asuris Agent Onboarding team will send the producer/agency agreement to the email provided. Review, sign and complete and return agreement to agentdesk@regence.com.

        Once the request is complete, you will receive a welcome email with your writing number. If a Medicare appointment to sell MA/PDP Plans was requested, agents will automatically receive an email with a link to the certification training found at Pinpoint.  

          Bankers Fidelity

          Contracting

          Thank you for your interest in contracting with Bankers Fidelity with Applied General Agency! To get started you will complete online contracting through SuranceBay.

          Below is the link that AGA downlines will use to contract with Bankers:

          https://surelc.surancebay.com/sbweb/login.jsp?branchEditable=off&branchRequired=off&branch=Applied%20General%20Agency%20Inc.&branchVisible=on&gaId=238&gaName=Premier%20Companies

          If you are new to SuranceBay here is a SuranceBay User Guide.

          Transfer/Release Policy

          To transfer your Bankers Fidelity appointment to AGA you will need to complete a new contract through SuranceBay. In addition to completing the contract if you have written business in the past six months or have contracted with a new upline in the past six months a letter of release is needed to transfer your contract.

          Below is the link that AGA downlines will use to contract with Bankers:

          https://surelc.surancebay.com/sbweb/login.jsp?branchEditable=off&branchRequired=off&branch=Applied%20General%20Agency%20Inc.&branchVisible=on&gaId=238&gaName=Premier%20Companies

          SuranceBay User Guide.

          Demographic Changes

          Email contracting@appliedga.com and licensing@premiersmi.com with agent name, writing number, and what is changing

          EFT Changes

          Bankers direct deposit form completed and emailed to licensing@premiersmi.com and contracting@appliedga.com with agent name, writing number

          Add Non-Resident State

          Email contracting@appliedga.com and licensing@premiersmi.com with agent name, writing number, and states to add.

          Assignment of Commissions

          Bankers Assignment of Commissions form completed and emailed to licensing@premiersmi.com and contracting@appliedga.com with agent name, writing number

          Banner Health

          BCBS of AZ

          Contracting

          Below is the link to BCBS of AZ’s contracting and training site, as well as the course codes you will need to enter in Miramar to begin certification for each product you wish to contract under.

          Link: miramar-agent.com   BCBS AZ User Guide

          1. Agent will need to register as an Agent, and fill out all requested information (please call the helpdesk below if you encounter any unusual issues):
          2. You will be prompted to enter a Registration Pin Code to complete the “core process” (certification in which you upload your AHIP certificate and agree to Blue’s code of conduct, please enter: AZBlue2022External
          3. Once the core process is completed, you will need to enter the following codes to complete the product specific contracts, courses and exams that you are interested in contracting for (you will need to click on “Register New Program” on your Dashboard/Landing page):
          • 2022 MAPD: 2022MAPDExternal
          • Med Supp: BCBSAZMS2022External
          • 2022 PDP: 2022PDPEXTERNAL
          • 2021 CORE: AZBLUE2021External
          • 2021 MAPD: 2021MAPDExternal
          • 2021 PDP: 2021BluePDP

          Attachment A, be sure to indicate your FMO is Applied General Agency, Inc. 

          If you have your own Agency and have arranged to have that Agency contract through one of our FMO’s, please remember that each person in your Agency will have to fill out their own contract, using their personal information (not your Agency’s) on the contract, and each person will have to list the FMO you are contracting under as the “Producer” (not your agency’s name). It is between you and the FMO you contract under as to how your Agency will receive compensation, and how your downline will be managed.

          BCBSAZ MIRAMAR Helpdesk Support Line: (855) 864-9687 This call center is dedicated to offering technical support to help troubleshoot issues you may be experiencing with the new certification portal.

          Transfer/Release Policy

          To transfer your BCBS AZ appointment new contracting paperwork will need to be completed on miramar-agent.com. The Agency Selection will show up on your Miramar dashboard, which is the landing page upon login. They will be listed under “Active Programs”.

          Please be sure to list AGA (Applied General Agency, LLC) as your GA.  We have a broker support team, who is ready to assist you M-F from 8:00 AM- 4:30 PM with your questions or concerns at BCBSBrksupport@azblue.com or (480)389-2712. You also have a Business Development Executive that is available as well; Nemecio Cid will be your assigned business development executive, he can be reached at nemecio.cid@azblue.com.

          BCBSAZ MIRAMAR Helpdesk Support Line: (855) 864-9687 This call center is dedicated to offering technical support to help troubleshoot issues you may be experiencing with the new certification portal.

          BCBSAZ does not allow Brokers to transfer between FMOs from 10/1-12/31 every year.

          BCBS of Kansas City (MO & KS)

          Contracting

          Thank you for your interest in marketing BCBS of Kansas City (MO & KS) through Applied General Agency.

          New agents email contracting@appliedga.com & PRODUCERINFO@BlueKC.COM include agent name, email, NPN indicate contracting with MA under AGA. 

          Example: BCBS KC, My name is Toby Stark, NPN 1213, please send a MA AGA-BCBS KC contracting link to tstark@appliedga.com.

          Transfer/Release Policy

          If you are not sure who you are currently contracted with log into https://agents.bluekc.com/login And select My Profile. The listed company name is your current upline.

          An agent can request a change in upline by:
          1. A written request to BCBS of KC (maproducerinfo@bluekc.com & PRODUCERINFO@BlueKC.COM & contracting@appliedga.com)

          2. If an agent is already with an agency then the agent will request a release from the current agency or wait 6 months from the written request date to BCBS of KC.

          Producer Support: 1-877-259-8657

          Blue Shield

          Contracting

          Thank you for your interest in Blue Shield. To complete your appointment, please click on the link to get started. https://enroll.blueshieldca.com/brokerappointment/s/login/SelfRegister

          You will need to create an account, once completed you will log in. It will prompt you to reset your password prior entering the portal. After resetting your password you will then you will be able to gain access. Once in the portal,  a tab will appear, “ What you need to apply”,  it will show the documents that are required for your application.  Once you have the necessary documents, you will be able to begin your application.

          The link below is the User Guide that provides step by step directions for submitting your Appointment online. Blue Shield Appointment User Guide

          Complete certifications using the following link, and selecting Applied General Agency, 330961867 as your agency. https://www.medicareproductcertification.com/Default.aspx

          Transfer/Release Policy

          To change your upline to AGA log into the Blue Shield certification site. Update your agency to AGA, Agency ID Applied General Agency, Inc. FMO ID 330961867.
          https://www.medicareproductcertification.com/Default.aspx

          EFT Changes

          Assignment of Commissions

          Assignment of Commission Form and submitted to ProducerDepositForms@blueshieldca.com

          The Broker Assignment of Commission (AOC) form is intended for use by an agent to assign their individual commission to a company owned by the individual or their spouse. The assignment must meet the requirements of the Blue Shield Producer Agreement. The company must maintain a current license issued by the California Department of Insurance and hold a Blue Shield of California appointment. If the corporation is not appointed, follow the above contracting instructions.

          If assigning commissions to a third party there are two options. One, agent can terminate their Blue Shield appointment. uncontracted agents will have their commissions paid to AGA as long as AGA’s ID is on the application. AGA can then pay the third party. This does disrupt the agent’s ability to reach out to the carrier to check on client statuses. Two, update the agent’s EFT to pay the third party. The agent will get the 1099 at the end of the year, but the third party’s accountant can change that to to the third party with a form.

          NOTES
          • Please continue to submit your applications just as you do today, listing the Agent Section with your Individual NPN and/or SSN, and FMO Section with AGA #330961867E
          • The Assignment of Commissions Form is an all or nothing form. It will assign future and past commissions for all lines of business, individual, Medicare, and Med Supp, to the one location of your choosing.
          • You may revoke or change your payee information at any time and as often as you want by notifying Blue Shield in writing.
          • If both your corporation and individual appointments exist, then only the Assignment of Commission Form needs to be completed and submitted to ProducerDepositForms@blueshieldca.com to expedite the process.
          • To check your Blue Shield appointment, search for Blue Shield in your corporate and individual appointments at this CA DOI link.
          • If you do not complete the appointment paperwork for your corporation, your commissions will be deposited into the account of your choosing, but your Blue Shield 1099 will be issued to you individually. This can be changed after the fact by working with your tax professional and submitting an additional IRS form.

          Brand New Day

          Contracting

          Thank you for your interest in marketing Brand New Day through Applied General Agency. Brand New Day uses an online contracting system, and will require you to complete your own contracting. Please allow about two hours to complete this process. You will be contracting and certifying in one sitting, when complete you should be sent a ready to sell letter. Please have your license, E&O and AHIP ready to upload. Uploading Direct Deposit forms are not required, but highly encouraged. Watch this Agent Portal Tutorial before you register and login, this will walk you through the whole process and it only takes 5 minutes to watch! Watch the video here: https://youtu.be/uGEKuekV5TE

          Navigate to https://health.clickmedix.com/bndagent 
          INVITATION CODE: bndagent
          *invitation code must be all lowercase.

          Please click on “Register” since this is everyone’s first time using the site. Your username will be your NPN. Once logged in click Start 2022 Certification. You will update your account information, upload documents, and pass certifications. 

          Affiliated FMO Yes, Applied General Agency

          After you finish watching the 2022 Certification Video and pass the test you will get a certificate of completion. You will also receive a Ready to Sell email 3-5 business days after passing the test if all your credentialing documents are valid. Please check your junk inbox for the for email before contacting Broker Support. Your portal will also say “Ready to Sell for 2022” at the top. Once you are marked as Ready to Sell for 2022 then you will be able to pre-order enrollment kits (the link will not work if you’re not Ready to Sell).

           

          Transfer/Release Policy

          • Agents may request to change their affiliation only once per calendar year.
          • No transfers permitted October 1 – December 31st.
          • Agents can begin an immediate or 60 day release

          Immediate Release Policy:
          To receive an immediate release, agents must obtain a release letter from their current upline and complete a Request to Change Agency Affiliation form. The letter of release needs to be in writing using company letterhead, signed by the principal, with a current or future effective date of the release. Release letters must be sent to Marketing@universalcare.com & contracting@appliedga.com. Transfers must be submitted by the 15th of the month for the transfer to be effective on the first of the following month. (Example: Form is received by Jan 14th, agent is effective with new agency Feb 1st).

          Delayed 60 Day Release:
          Complete the Request to Change Agency Affiliation form and return via email to Marketing@universalcare.com & contracting@appliedga.com. In the body of the email, state your name, license number, and indicate that you would like to transfer to AGA. Example: Hello, This is John Smith, CA Lic# 0B12345, I am unable to obtain a release from my current upline, but I would like to transfer to AGA. Please process the attached Affiliation Form and begin my 60 day release to AGA. Thank you,

          Bright Health

          Contracting

          Thank you for your interest in marketing Bright Health through Applied General Agency. Bright Health uses an online contracting system and we will need some information to get the process started.

          To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days. Click on the link to begin contracting.

          Domain brhi

          Complete online carrier contracting, see Bright Health Agent Appointment Guide

          Transfer/Release Policy

          For an immediate transfer, please send a letter of release from your previous upline to contracting@appliedga.com and brokers@brighthealthcare.com. In the body of your email state your name, NPN and that you would like to transfer your appointment to AGA. Example, Hello, Please process my attached release, and move my Medicare appointment to AGA. Thank you, Toby Stark NPN 123456

          If you are unable to obtain a letter of release you may begin a delayed 90 day release by emailing contracting@appliedga.com and brokers@brighthealthcare.com. In your email indicate that you would like to transfer your appointment to AGA. Ex. Hello my name is Toby Stark. NPN 123456. I would like to transfer my Medicare appointment to AGA NPN 6187022, but am unable to obtain a release from my current upline. Please begin a delayed 90 day transfer to AGA. Thank you,  

          Transfers must be submitted by the 15th of the month for the transfer to be effective on the first of the following month. (Example: Form is received by Jan 14th, agent is effective with new agency Feb 1st).

          Not available for 10/1 to 12/1 effective dates.  To transfer to AGA for the current year’s AEP transfers must be submitted by 9/15

          EFT Changes

          Email changes to brokers@brighthealthcare.com please include your full name, NPN and void check

          Demographic Changes

          Email changes to brokers@brighthealthcare.com please include your full name and NPN

          Add State

          To add a state, please complete the following Bright Health Form: Bright Health Add State

          Assignment of Commission

          If you would like to assign commissions to your corporation that is not already contracted email contracting@appliedga.com. We will send you a contracting link for your corporation. Once your corporation is contracted email brokers@brighthealthcare.com and state you would like your individual commissions to be assigned to your corporation. Please include your name, your agency name and both NPNs. You can only assign commission to a corporation that is a corporation you currently own.

          To assign commission to AGA email brokers@brighthealthcare.com state your name, NPN, and indicate you would like your commission to be assigned to AGA.

          Centene – Allwell, Ascension Complete, Fidelis Care, Health Net, and WellCare

          Contracting

          Thank you for your interest in contracting to represent Centene – Allwell, Ascension Complete, Fidelis Care, Health Net, and WellCare plans through the AGA. You will be completing contracting through Centene’s online contracting system Ping One.

          To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link from Centene@evolvenxt.com with the subject line as Onboarding Invitation. The email will include the contracting link, username, and password. Click on the link to begin contracting. The contracting link will always be https://desktop.pingone.com/cnc-workbench-brk, and your username is your NPN.

          Review Centene’s Guide to Onboarding Brokers

          After logging in, select the Centene Workbench icon, and you will see the pending contract to complete. Select “Start”.

          When beginning the contract, you will need to validate your Social Security Number (SSN)/Tax Identification Number (TIN) against the NPN provided in your initiation. The NPN will be pre-populated. Enter in your SSN/TIN and select Validate. After validating, you will view a dashboard with tabs to enter Demographics, Payment, and State Licenses information before selecting the Submit tab.

          Once you have completed all demographic information, please review your Upline and Sub Type information. Your upline should show as Applied General Agency NPN 6187022.

          Sub-type descriptions: Downline Only – Broker has an upline, the broker receives their own commissions. Broker owns book of business. Licensed Only Agent – Broker has an upline, commissions are assigned to this upline. Broker does not own the book of business. Dual Assignment – The broker has an upline, commissions are assigned to this upline.

          When you have confirmed this information is correct, please check the box acknowledging you understand, and then select Continue. Please email contracting@appliedga.com if this is not correct.

          Select the Payment tab under My Certification Cases. Select Yes if you have a private company that you would like to assign as the Payee. Select No if you do not wish to declare a private company to be the Payee. Complete your W-9 and EFT according to how you will be paid. If you are contracted as an LOA or Dual Assignment you will not be asked to complete EFT information.

          Select the State Licenses tab under My Certification Cases. Your Resident state license is automatically selected for you. You can also select all licenses that you wish to market and sell Wellcare products in.

          Before submitting this onboarding case, you will be able to review the TPME document and your W9. You can save or print these documents at this time. The documents will also load into your broker profile within the portal. To submit your onboarding case, review and acknowledge the statements below. Use the open space to complete your signature, and then select Submit.

           

          Transfer/Release Policy

          If you are already appointed with Centene and would like to align under AGA, please log into your Ping One account.

          Note: Agents must be contracted AND certified to initiate a transfer. If you are contracted as an LOA or Tele Digital agent you will not be able to transfer with the below instructions. LOA agents will need to terminate their existing contracts, notify contracting@appliedga.com after the termination has been completed, then we will send you a new contract. In Ping One the terminate button is under My Credentials then My Status and Credentials. Tele Digital agents will need to have their upline terminate their contract, notify contracting@appliedga.com after the termination has been completed, then we will send you a new contract.

          See Centene Transfer Guide

          Once you are logged into PingOne, select “Centene Workbench”. Click My Account then My Hierarchy Info.

          Sub Type Options: Preform an upline or payment change

          Upline Options: Request to Leave My Current Upline

          Choose to have your commissions paid directly to you or to have AGA pay your commissions.

          Search for upline: Enter Applied General Agency or NPN 6187022

          Select Update

          Hierarchy requests will not be approved between September 15th and December 8th.

          Demographic Changes

          See Centene User Guide

          Once you are logged into PingOne, select “Centene Workbench”. Click My Account then Account Info or Payee Info.

          An agent can add a corporation by emailing contracting@appliedga.com. We will then send you a new contracting link to contract your agency. Review Centene’s Guide to Onboarding Brokers

          EFT Changes

          See Centene User Guide

          Once you are logged into PingOne, select “Centene Workbench”. Click My Account then Account Info or Payee Info.

          Add Non-Resident State

          See Centene User Guide

          Once you are logged into PingOne, select “Centene Workbench”. Click My Credentials then Manage My Licenses.

          Active States displays which states you are currently approved to market/sell Wellcare plans.

          Available States displays additional states that are available for you to add to your profile. This is based off the NIPR. It may take a few days to see a new license appear in your Available States. Before writing business you must see the state added to your Active States.

          After completing selecting a state(s), select the Add Selected State button to save your changes.

          Wellcare will then process any necessary appointments based on the state rules.

          Assignment of Commissions

          See Centene User Guide

          Note:  When you declare a private company to be your payee, your 1099 will be in the name of this entity. A Tax ID can only be used once as a Payee. Two brokers cannot share a Payee Profile.

          Once you are logged into PingOne, select “Centene Workbench” then “My Account”. The Payee Info tab captures the name and address on file for payment. Select the Edit Payee Info tab to update your name or address. The 1099 that will generate will match the information on this screen.

          To declare a private company as your payee, select the Edit Payee Info button and update the information to reflect that of your company. Name = Name of the business / private company. Address = Shipping Address. SSN / TIN = the TIN of the business / private company. Then select Save

          A prompt will display to complete a new W9. The Business Entity Information will be prefilled from what was entered under the Edit Payee Info button. To make any adjustments, edit these fields.

          Once the Business Entity Information is accurate, scroll down to the W-9 Information. Assign the appropriate taxation type for your private company. It is required to check the box, acknowledging that you are legally authorized to execute contracts and agreements on behalf of the company. Proceed to the Banking Information and complete all required ACH fields.  Select Continue.

          The final steps are to acknowledge the W9 is accurate and complete your signature. Select the Submit button. The workflow will be completed, and your Payee Info will be updated.

          Central

          Contracting

          Thank you for your interest in marketing Central through Applied General Agency. To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. 

          Complete CA 5.6 and Downstream Agreement Form then email both forms to contracting@appliedga.com. The Downstream Agreement Form MUST have signature and date handwritten, and needs to be submitted in order for AGA to submit your contracting forms.

          AGA will send your contracting forms to Central, then Central will give you access to their online portal and then certification can be started.

          Central Certification Instructions
          https://www.centralhealthplan.com/broker

          Transfer/Release Policy

          Agents must request a release by completing two steps
          1. Complete the agency affiliation request form and Downstream Agreement Form and email it to brokers@centralhealthplan.com & contracting@appliedga.com
          2. Email their current upline and cc:brokers@centralhealthplan.com & contracting@appliedga.com requesting a release.

          When both steps are completed Central will confirm via email

          Transfers must be submitted by the 15th of the month for the transfer to be effective on the first of the following month. (Example: Form is received by Jan 14th, agent is effective with new agency Feb 1st).

          Transfers are accepted once a year.

          Not available for 10/1 to 1/1 effective dates

          To transfer to AGA for the current year’s AEP transfers must be submitted by 9/15

          Demographic Changes

          Contact:
          Central Health Plan of California
          1540 Bridgegate Drive, Diamond Bar, CA 91765
          Phone (626) 388-2375
          Fax (626) 388-2379
          Email brokers@centralhealthplan.com

          Cigna Health Springs

          Contracting

          Thank you for your interest in marketing CIGNA through Applied General Agency. CIGNA uses an online contracting system and we will need some information to get the process started.

          To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days.

          The email will be from producerexpress@sircon.com, with a subject of Cigna-HealthSpring Producer Onboarding Invitation. Please be sure to check through your junk and spam folders. Click on the link to begin contracting.

          If you are contracting as a corporation, two contracts will need to be completed. One for you and one for your corporation.

          Login to Producer Express: If you do not already have an account with Producer Express, you will need to select“Get My Password” under Need a Password? Once selected, you should receive an email with a temporary password. Once logged in, you will be prompted to create a new password. If you do, enter your existing password and login under Already have a password?

           Review the Getting Started page and hit Next. Read the User Agreement and check the box next to “I Agree”. Confirm your upline. You should see you are being aligned to Applied General Agency. Select No to proceed.

          Complete the Producer Information section. If you have already completed your Federally-Facilitated Individual Marketplace (FFM) certification, select Yes and provide your FFM user ID. If you have not, please select No. Please keep in mind you must complete the FFM and any applicable state-based certifications prior to being considered Ready-to-Sell.

           Review your Requested Appointment States. You will also see a list of any applicable New Business in Hand States. Answer the questions on the Background Information page and provide any corresponding documentation to any questions that are answered Yes. Review and Sign Documents. You will be asked to add your eSignature to the list of documents. Select I Agree to proceed. This will bring up the electronic packet for signature. Click the Click to Sign button to complete your contract. You will have the option to print a copy for your records on the next page.

           

          Transfer / Release Policy

          A letter of release is required if agent has written business in the past 6 months or has contracted with previous upline in the past 6 months. 

          If the agent is unable to obtain the required release or does not meet the 6 month rule, he/she will need to communicate to carl@cigna.com & contracting@appliedga.com that he/she intends to switch hierarchies in 6 months.  The communication from the agent to the contracting mailbox will serve as the start of the 6-month waiting period and we will track that date on the agent’s profile.

          If the agent can obtain the release or has met the six-month rule, then a new online contract can be completed to transfer the agent to AGA.

          Transfers will not be processed from 9/1 to 12/31

          EFT Changes

          Complete the CIGNA EFT Form and email to ProducerEFTSet-up@cigna.com 

          Add State

          Email a copy of your license to carl@cigna.com. Please include your name and NPN in the body of the email.

          The only states that are pre-appoint for MAPD are AL, OK, OR, PA, and WA.  All other states are Just in Time (JIT) states so appointments for those states will not be placed until after the agent has submitted their first enrollment.  As a reminder, the agent must be contracted, certified, and licensed prior to making a sale in any JIT state.

          Cigna Med Supp

          Contracting

          This is a just in time carrier except for business submitted in PA, MT and TX. meaning we contract you at the same time you write your first piece of business, except in PA, MT and TX.

          If you are submitting business in PA, MT or TX, submit a 5.6 to contracting@appliedga.com, and AGA Contracting will submit your contracting. It will take 5-10 business days to receive your CIGNA Med Supp writing number. When received you are ready to sell.

          Business outside of PA, MT or TX, be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier at the same time.

          If you need product information or supplies create a support ticket in your AGA portal. Click on Sales Tools > Tickets and Messages > Add New. Select subject, add your message, then click create.

          Transfer / Release Policy

          A letter of release is required if agent has written business in the past 6 months or has contracted with previous upline in the past 6 months. 

          If the agent is unable to obtain the required release or does not meet the 6 month rule, he/she will need to communicate to CSBLicensing@Cigna.com & contracting@appliedga.com that he/she intends to switch hierarchies in 6 months.  The communication from the agent to the contracting mailbox will serve as the start of the 6-month waiting period and we will track that date on the agent’s profile.

          EFT Changes

          Call 800-903-7711 or email ProducerCommissions@cigna.com to change or terminate EFT

          Clear Spring Health

          Contracting

          Thank you for your interest in marketing Clear Spring Health through Applied General Agency. Clear Spring Health uses an online contracting system and we will need some information to get the process started.

          To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days.

          First time portal users: use the link in the email from CSH Certification ( certification@clearspringhealthcare.com  )

          Returning portal users: go to https://csh.evolvenxt.com

          Complete online carrier contracting, see Clear Spring Contracting Guide.

          Transfer / Release Policy

          Please complete the Clear Spring Release Policy and Transfer Form and send to Brokers@clearspringhealthcare.com and contracting@appliedga.com. For an immediate release the form must be completed in its entirity. For 30 day delayed release the form needs to be completed, except for the two upline sections.

          Please see additional notes from the carrier:

          All Clear Spring Health External Agents must follow the Clear Spring Health Release Policy when terminating or modifying any hierarchy relationship.

          Agents will not be permitted to transfer from one hierarchy to another until they have been under contract for at least 60 days.

          Agent requesting a release from its contract must wait 30 days (delayed release) following the release request and receive approval from Clear Spring Health before being permitted to contract under another hierarchy.

          The 30-day waiting period may be waived if the Agent receives an immediate release from their current hierarchy or if the agent has not submitted any new business to Clear Spring Health in 180 days or more.

          When a hierarchy change is made the Agent must remain at their existing override or commission level for 6 months before any increase can be requested by the new hierarchy.

          If the transferring entity is a General Agent all subagents that are contracted to sell with the Company will move collectively along with the General Agent during transfer.

          No releases or hierarchy changes will be processed during the annual AEP Blackout which occurs from October 1st through December 31st. Any releases requested during the AEP Blackout will be effective January 1st of the following year if a release is requested or 30 days following the release request if submitted within 30 days of December 31st. If a release is requested less than 30 days before the beginning of the AEP Blackout (without immediate release) the release will be effective January 1st of the following year.

          Agent must be in good standing with Clear Spring Health to make any hierarchy change. The General Agent or Agent may not be under investigation internally or externally, must have acceptable compliance and sales metrics, and not be in debt to the carrier.

          Impact on Book of Business:

          New Business: Any business submitted to Clear Spring Health while the General Agent or Agent was under the previous hierarchy will result in the appropriate overrides and commission being paid as indicated by the contracts and schedules in place.

          Renewals: Any Clear Spring Health renewals earned while the General Agent or Agent was under the previous hierarchy will result in the appropriate overrides and renewals being paid as indicated by the contracts and schedules in place.

          EFT Changes

          Log into https://csh.evolvenxt.com/login.htm. Go to My Account then Payee Info. Edit banking information then save.

          Add State

          Log into https://csh.evolvenxt.com/login.htm. Go to Certification then add states. Select all applicable states then press save.

          Assignment of Commissions

          An agent that is set up for Direct and wants to change to LOA would need to contact Brokers@clearspringhealthcare.com and contracting@appliedga.com to change to LOA. CSH will then change the agent to LOA. An agent that is LOA and wants to change to Direct would need to contact us about the change and also complete a W-9 and an EFT form the agent’s banking information. CHS will provide the agent with our EFT form.

          Clever Care

          Contracting

          Thank you for your interest in contracting with Clever Care. To get started please complete the Clever Care contract and include your license, E&O and AHIP, then send to contracting@appliedga.com. Once this is done the carrier will send you a certification link.

          Transfer / Release Policy

          For an immediate transfer please send a copy of your letter of release to contracting@appliedga.com and let us know you need to transfer your Clever Care contract.

          In instances where the FMO refuses to immediately release the agent, the agent may contact Clever Care and request a delayed-release. The delayed-release will be effective 90 days after the agent’s request is received. Release requests must be in writing and submitted to Broker Services Department by email at broker@ccmapd.com and contracting@appliedga.com. Agents/Brokers can continue to write new business for Clever Care during the waiting period. Clever Care will confirm receipt of the request and make the changes after 90 days from the request received date.

           The delayed-release request must include the following information:

          • A clear statement stating the agent/broker’s intent to switch FMOs
          • Name of agent/broker
          • Agent NPN
          • Name of old FMO
          • Name of new FMO
          • Downline agents if any
            • Example: Hello broker@ccmapd.com and contracting@appliedga.com. Mmy name is John Smith, NPN 123456, I would like to begin my Clever Care delayed release from ABC Agency. I would like my new FMO to be Applied General Agency.

           Once an agent/broker is released from their previous FMO, they will be free to align themselves with another FMO relationship or remain independent and still be eligible to offer Clever Care MAPD plans. It will be the agent’s sole responsibility to maintain all current licenses, training, certification, and appointment status with Clever Care.

          EFT Changes

          Please email the EFT Change form and void check to broker@ccmapd.com

          Demographic Changes

          Clover Health

          Contracting

          Thank you for your interest in marketing Clover through Applied General Agency. To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”.

          Please begin certifications for Clover.

          Direct pay Clover Registration Code: Clover2022AppliedGADirect

          (Not Common AGA pays you for your enrollments) Clover LOA Registration Code: Clover2022AppliedGA

          • Miramar website: (https://miramar-agent.com) to the portal and access the program from your dashboard to start certification.
          • If an agent is logging in for the first time logging into Miramar then click “register as an agent”
            • Once you register as an agent, you will have to verify your SSN.
            • Agent will then enter “Registration Code” on the main dashboard.
          • If you have an account in Miramar already, please login as you normally would.
            • If you forgot your login credentials username/password/security question, please reach out to our Broker Support team brokers@cloverhealth.comor (855) 979-2236. Our team can help provide your credentials to log into Miramar if you are running into any questions.
          • If you are using an ios (Apple/Mac) platform, please make sure that you are using Chrome and not Safari. When using Safari we have experienced instances of pages not completely loading and pages that don’t allow agents to see all of the content or to proceed through the certification.
          • Make sure your pop-up blockers are disabled.
          • While uploading your license, please make sure that your name on your licenses matches EXACTLY how it does in sentinel. This is important because this stage matches to NIPR.

           

          Miramar User Guide: https://miramar-agent.com/KnowledgeBase/Article?kb=5

          Miramar Knowledge Base: https://miramar-agent.com/KnowledgeBase

          Clover Onboarding Guide 2022

          Transfer / Release Policy

          Clover Health agents may change their upline agency. Clover Health’s blackout period is October 1st – December 31st. Agents may NOT move during this period.

           The guidelines and all forms can be found on the Clover Health website under Broker Frequently Asked Questions. Please review our guidelines below for how agents can request a transfer. https://www.cloverhealth.com/en/brokers/frequently-asked-questions

           To begin your transfer have you written Clover Health business in the past 6 months?

           NO, I have not written Clover Health business in the past 6 months: Request a change to your new upline in your Miramar: https://miramar-agent.com/identity/login?signin=feede4235bda31b147df8bf21626f031#/ From your Miramar dashboard, go to Groups and Change Group. You will need to enter the Miramar code for your new group. AGA Agency code Clover2022AppliedGADirect.

           YES, I have written Clover Health business in the past 6 months: If you have written business in the past 6 months, agents have 2 options to transfer agencies.

           Option 1: Agent is granted a Signed Release from their current agency and submits the release to Clover Health. https://cdn.cloverhealth.com/filer_public/b1/f5/b1f5fa71-6428-4b4b-a743-e1b69ae1f309/ch_2022transferform_final.pdf

           Option 2: Agent submits a Notice of Intent to Transfer request to Clover Health. There is a 90 day waiting period from the date this form is submitted to when the change can be processed. You may continue to write business during this time. You will be moved on the 1st of the month after your 90 days (see below).

           Submit Signed Release or Notice of Intent to Transfer form on https://docs.google.com/forms/d/e/1FAIpQLScJW7wzzrblLFullxgF9YqJjKFphaiCgcn83sM_zHwL0jG1lQ/viewform

           

          REMINDERS:

          Agents are moved only on the 1st of each month!

          Example: If an agent submits a signed Release on January 3rd, they will be moved on February 1st.

          Example: If an agent submits a Notice of Intent to Transfer on January 3rd, they will be moved on May 1st

          Devoted Health Plans

          Contracting

          Thank you for your interest in contracting with Devoted Health Plans. We have top doctors, cutting edge technology, and personalized care teams that help us provide high quality healthcare to our members. We’re on a mission to make healthcare better — learn more about the Devoted Health Difference! We are excited to partner with you and look forward to working together.

          How to Access the Agent Portal. Create an account using either direct or AGA Pay.

          Devoted Direct Pay Contracting Link: Agents are paid directly by Devoted Health.

          (Not Common) Devoted Indirect Pay Contracting Link: AGA pays you for your enrollments

          Devoted Health’s Onboarding & Certification Process:

          • Account creation for Devoted Health’s Agent Portal
          • W-9 & Direct Deposit (Direct Payees only)
          • Agent Questionnaire
          • Code of Conduct Acknowledgement
          • Agent Agreement
          • Background Check Consent
          • Core Medicare Training or equivalency upload (AHIP or Pinpoint)
            • CMS Fraud, Waste & Abuse & Compliance Training
          • Devoted Certification Training & Exam
            • Agents will have 3 attempts to pass the training exam with a minimum score of 85% (If the agent is unable to pass within 3 attempts, they will need to certify for the next year)
            • Each time the exam is opened (initiated) it will count as an attempt and must be completed in one sitting (~30 min).
          • License Check
          • Appointment

          The agent’s progress will be saved if they cannot complete the certification all at once — they will be able to continue at a later time with the exception of the Devoted training exam.

          Once the appointment process for the agent’s respective state(s) is complete, agents will receive an email notification that they’re “Ready to Sell” (RTS).

          For more guidance, please refer to the Devoted Health Agent Portal Quick Start Guide or visit us at www.devoted.com/brokers. Contact us at 1-877-764-9446 or email us at agent-support@devoted.com.

            Transfer / Release Policy

            Please review Devoted Health’s Release / Transfer Policy & Timeline:

            Immediate Release

            • Brokers will need to get a release  from their upline on company letterhead or form dated with a current and future effective date of the release and signed by the principal.
            • The release letter or form must be sent via email to  agent-support@devoted.com, contracting@appliedga.com and the appropriate staff must be copied to the email communication from the releasing agency (e.g FMO, GA, etc.)
            • It will take up to 3-5 business days for Devoted to process the request.
            • All parties will be notified via email once the release has been processed.

            Delayed Release

            • If  an immediate release is not granted by a broker’s upline, a request for a delayed release can be made by sending an email to agent-support@devoted.com, contracting@appliedga.com and  your current upline.
            • Example, Hello Devoted and current upline, please begin my 3 month delayed release to Applied General Agency. Thank you, Toby Stark NPN 123456.
            • The delayed release email will start the clock for the 3 month (90 calendar days) window.
            • A broker can continue to write business until the 3 month period is satisfied.
            • All parties will be notified via email once the delayed release has been processed.
            • Please reference release timeline below for specific processing effective dates

             

            Requests Received Immediate Release Requests Effective Delayed  Release Requests Effective
            1/2 – 6/31 Processed within 5 calendar days Processed 90 days post request
            7/1 – 9/30 Processed within 5 calendar days Effective 1/2
            10/1 – 12/31 Processed within 5 calendar days Effective 4/1

            EFT Changes

            Email agent-support@devoted.com to request any updates.

            Add State

            Email agent-support@devoted.com to request an add state.

            Assignment of Commission

            Email agent-support@devoted.com and contracting@appliedga.com to change from AGA pay to direct pay and vice versa.

            If you are assigning commissions to your corporation, agents can update their demographic, banking, and W9 information within their Devoted agent portal. Simply click on MY ACCOUNT beneath their name in the upper right corner of the screen. This will bring you to your account information and you can review or update as needed.

            Elderplan

            Contracting

             

            ​Please find the registration link and PIN codes for 2022  Elderplan Certifications 

            Link: https://miramar-agent.com/

            For 2022 Certifications, use Pin:  Elderplan2022AGANEW

            Please note: If you do not have an existing agent profile in Miramar, you will need to create one. Once you log in, you will need to click “Register New” on the top left of your dashboard. You will then enter the appropriate registration Pin highlighted above, and click “Start” on the next page to begin the training (screenshot below). If your page is not loading properly, try using a different browser (i.e.: If you are using Google Chrome, try switching to Internet Explorer – or vice versa).

            Transfer / Release Policy

            To make a change to your current upline for ElderPlan, simply log in to your Miramar portal, create a message to ElderPlan, requesting a group change to AGA.ElderPlan will process your request in two business days.

            Link: https://miramar-agent.com/

             

            EFT Changes

            Email THall@mjhs.org, ealmanza@mjhs.org, and contracting@appliedga.com, and notify us of your EFT change.

            Demographic Changes

            Demographic changes can be made to your Miramar profile.

            https://miramar-agent.com/

            Emblem

            Contracting

            Log into www.sentinelelite.com (Registration assistance https://miramar-agent.com/KnowledgeBase)

            Click on “Register New” and enter 2022 registration code 2022EmblemHealth1113

            Click “Start” in Programs section, complete contracting and certifications.

            Note: CT has an appointment fee and a renewal fee. If the agent writes less than 5 they will be responsible for that fee which is around $300 and the agent needs a CT license. Existing agents can add CT by entering code: Emblem2022Connecticut

            Transfer / Release Policy

            If you are with a different agency and want to move to AGA, ask your current FMO for a release, and email the release to contracting@appliedga.com.

            If an FMO will not release you, you can move to the FMO of your choice two ways.

            One, by using the FMOs registration code for the next certification period. For example, if they use another FMO’s ID for 2020 certifications, they will need to wait until 2021 certifications are available to move to AGA.

            Second, Emblem will release a broker 90 days after an email is sent to the current FMO. Please email your current upline, contracting@appliedga.com and PGreco-Cavallaro@emblemhealth.com. Please indicate you are currently contracted and would like to transfer to AGA. Example: Hello, This is John Smith, NPN 123456, I would like to transfer to AGA for Emblem. Please issue a release or I would like to start my 90 day delayed release.  Thank you,

            Florida Blue

            Contracting

            Thank you for your interest in marketing Florida Blue through Applied General Agency. Florida Blue will send you online contracting to complete and we will need some information to get the process started.

            To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive Florida Blue contracting forms from the carrier in a few days.

            Agents will receive two email invitations from Florida Blue Medicare <ecosign@ecosign.com>. Both emails need to be completed to receive your writing number.

            The first email will contain a link to complete the Field Marketing Organization (FMO) Agent Agreement. Subject line of the email is: Signature requested On FL Blue Medicare Agreement-Email 1 of 2. The Agent Agreement, must be completed prior to completing the Agent Appointment form. After the Agent Agreement is completely signed the agent will have the opportunity to download the signed Agent Agreement.

            The second email contains a link to the Agent Appointment form. This email displays the name of the agency and the principal agent or agency owner that requested this on-boarding invite on your behalf. The subject line of the email is: Agent Appointment Form & Requirements Email 2 of 2

            Once the Agent Agreement and the agent appointment form is successfully submitted Florida Blue Medicare will begin the agent onboarding process. This process can take 5-10 business days which includes, validating the completed Agent Agreement, Agent Appointment form, validating the agents license with FLDFS, initiating and completing the background screening process.

            Once the agent is appointed with FLDFS and activated within Florida Blue’s internal systems, the agent will receive a “Welcome Email.” The email will be immediately sent to the agents email address that was provided on the agent appointment form. The subject of the email will read as: Florida Blue Medicare Contracting.

            Note: The Welcome Email is not a Ready to Sell Notification. It is sent to notify the agent that they are now appointed with FLDFS and activated in Florida Blue internal systems. The FMO agent will be RTS once all Medicare training has been completed.

            Certifications can then be completed on Agent Point, www.FloridaBlue.com. The agent will land on the “For Agents” login page and must select the “Register Now” link or select the following link and choose “Agent” from the drop-down feature.

             See Florida Blue FMO Agent Onboarding Guide

            Transfer/Release Policy

            Agents must be in Good Standing with Florida Blue to be eligible for a hierarchy change. No releases or hierarchy changes will be processed or honored between September 1 and December 31. An agent may not change hierarchies more than once in any 12-month period.

            Agents who have been contracted longer than 6 months or who have not changed hierarchies within the previous 6 months may change hierarchies by submitting the Hierarchy Change Form.

            For an immediate transfer the agent and the agent’s current upline will need to complete the Hierarchy Change Form. Send the completed form to Advocate-Contracting@advocatehealthllc.com and contracting@appliedga.com.

            For a delayed release only the agent portion of the Hierarchy Change Form needs to be completed. Send the completed form to medicarebrokersales@bcbsfl.com and contracting@appliedga.com.

            Full release procedures per carrier as of 6/15/2021:FL Blue Release 2021

            Demographic Changes

            Updates can be made on www.flordiablue.com/agents

            EFT Changes

            Updates can be made on www.flordiablue.com/agents

            Gerber

            Contracting

            This is a just in time carrier, meaning we contract you at the same time you write your first piece of business. Be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier.

            If you need product information or supplies create a support ticket in your AGA portal. Click on Sales Tools > Tickets and Messages > Add New. Select subject, add your message, then click create.

            Global Health

            Contracting

            Thank you for your interest in contracting with Global Health! To market with Global Health you will need to complete online contracting and complete state-specific certifications. To be sent the Global Health contracting link please email contracting@appliedga.com, and include you would like to contract with Global Health, your name, NPN, email, states contracting in, and where you would like your commissions to be paid.

             Global Health will then send you the link to complete your contracting and certification. Please see Global Broker360 Agent Onboarding Screenshots. Please contact Erma at 405-280-5652 for any onboarding issues.

            Transfer/Release Policy

            Agents looking to transfer their Global Health appointment to AGA will need new online contracting forms. To be sent the Global Health contracting link please email contracting@appliedga.com, and include you would like to contract with Global Health, your name, NPN, email, states contracting in, and where you would like your commissions to be paid.

             Global Health will then send you the link to complete your contracting and certification. Please see Global Broker360 Agent Onboarding Screenshots. Please contact Erma at 405-280-5652 for any onboarding issues.

            Demographic Changes

            Email demographic changes to Nancy Adams at nancy.adams@globalhealth.com. Please include your name and NPN.

            EFT Changes

            Email EFT changes to Nancy Adams at nancy.adams@globalhealth.com. Please include your name, NPN, ACH form, and W-9.

            Add Non Resident State

            To add a state with Global Health you will need to complete the state-specific certification on https://brokers.globalhealth.com

            Golden State

            Contracting

            Thank you for your interest in marketing Golden State through Applied General Agency. To get started please select link below. Be sure to upload your E&O, AHIP and CA License.

            https://signnow.com/s/gm2eG1uD?fmo=Applied%20General%20Agency%20

            You can immediately begin Golden State certification by using certification instructions in your AGA back office portal under Sales Tools, My Sales Tools then Certifications.

            Transfer / Release Policy

            If you are with a different agency and want to move to AGA, ask your current FMO for a release, and email the release to contracting@appliedga.com.

            Guarantee Trust Life

            Contracting

            This is a just in time carrier, except in PA, meaning we contract you at the same time you write your first piece of business. Be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier.

            If you need product information or supplies create a support ticket in your AGA portal. Click on Sales Tools > Tickets and Messages > Add New. Select subject, add your message, then click create.

            Transfer/Release Policy

            Release Contracted with NO Business:

            All agent contracts submitted to GTL that have not written business will be honored for up to six months. After this time period the agent may contract with another agency.

            Contracted with Business: 

            If an appointed sub-general agent under an agency or FMO (Field Managing Office) has written new business within the past 6 months and wishes to become contracted with another agency or FMO, GTL will require a letter of release from the current agency or FMO.
            If an appointed sub-general agency and its down line have not written business in the past 6 months, they are free to move hierarchies.
            LOA (License Only Agent): If an appointed LOA has not written business in the past 12 months, they are free to move hierarchies.

            Any transfer will not be honored if the producer has a debit balance with GTL.

            Health First

            Contracting

            Thank you for your interest in marketing Health First through Applied General Agency. You can get started contracting with Health First right now. To get contracted you will initiate a contracting link on Health First’s website and then complete the contracting link that is sent to you from WPM@Webcominc.com.

            Create a contracting invite click https://healthfirst.org/brokers, select Info for Brokers, select Medicare Advantage Plans, then the green Get Appointed button. On the contracting form enter your first name, last name, and email. Select Medicare for Business Type. Agent for Onboarding type. Applied General Agency for Up-line.

            Note: If your email is already in use you will not be able to create an invite. If you are not currently contracted, your invite can be reset by reaching out to Health First at 855-456-3668 or EmployerandBrokerservices@healthfirst.org. If you are currently contracted with another upline please follow the below transfer instructions. If you cannot find your email from Heath First you can attempt to log in.

            Once you have sent yourself an invite, you can now complete your contracting forms. The invite from Health First does not come from a Health First email, it comes from WPM@Webcominc.com; make sure you check your spam and junk mail. Once you start the process, make sure to use Google Chrome; it will not work on Safari (Apple), Explorer, or Edge properly.

            Here is a full walkthrough from Health First on how to submit your contract: https://assets.healthfirst.org/pdf_9c21aa06c1df3c7849d08db121a679e4?v=0818181422

            Links in Email to Medicare Broker Resources:

            Find below a quick guide on how to initiate your onboarding: https://assets.healthfirst.org/pdf_9c21aa06c1df3c7849d08db121a679e4?v=0818181422

            If you have any question and need help with your onboarding and background check, please call broker support at 855.456.3668.

            Transfer/Release Policy

            To transfer immediately a letter of release is needed from your current upline. Please send your letter of release and Transfer Release Form to contracting@appliedga.com and brokercommissions@Healthfirst.org; indicate you are transferring your Health First appointment to AGA.

            If you are unable to obtain a release, you may begin a delayed-release. To begin complete the Transfer Release Form. brokers must show communication requesting release from the current upline. Proof must be sent to the team at Healthfirst. To: brokercommissions@Healthfirst.org; MedicareBrokerOversight@healthfirst.org; ofernandez@Healthfirst.org; anieves@Healthfirst.org; CONTRACTING@APPLIEDGA.COM.
            After 15 days of notifying the FMO, if no response, Healthfirst will proceed with the transfers/release request.

            All parties involved will be notified of the broker’s FMO transfer request.

            Heartland (Hospital Indemnity Plan)

            Contracting

             This is a just in time carrier, meaning we contract you at the same time you write your first piece of business. Be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier.

            If you need product information or supplies create a support ticket in your AGA portal. Click on Sales Tools > Tickets and Messages > Add New. Select subject, add your message, then click create.

            If you would like to contract prior, please email contracting@appliedga.com, and let us know you would like us to send you an eContract Invite for Heartland. Please note Heartland will be charging you a $20 application fee in addition to any state appointment fees. 

            Transfer/Release Policy

            Please send a copy of your letter of release to contracting@appliedga.com and let us know you need to transfer your Heartland contracting.

            If you do not have a letter of release please email contracting@appliedga.com and let us know when you contracted and last submitted business, AGA will then work with the carrier to process your transfer. 

            Humana

            Contracting

             Thank you for your interest in marketing Humana through Applied General Agency. Humana uses an online contracting system and we will need some information to get the process started.

            To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days. Click on the link to begin contracting.

            Please note that if you are contracting for yourself and your agency, there will be separate links for your application and your agency’s application. However, you must complete both applications before they can be processed. You will have 30 days for a full contract and 10 days for an amendment to complete the invitation before it expires and it is no longer accessible. You will receive a reminder prior to the invitation expiring.

            The contracting process should take approximately 20-30 minutes. The attached Job Aid link may be helpful to you in navigating the online onboarding process.

            Humana Onboarding Job Aid

            One of the key items that often trips agents up is forgetting to electronically sign the forms. You will be prompted to scroll to the bottom of each required form to “click and sign”. When complete, make sure you double check the “sign” icons, confirming acceptance of each document. They are along the left side of the “Forms” confirmation page. You will also receive an email confirmation upon successful submission of the contract.

            Once you submit to Humana, allow 5-7 business days for processing. At that point you’ll be issued a 7 digit SAN (producer number) which can be used to register for Humana’s agent portal and begin your certification training for PDP and/or MAPD. Certification instructions are in your AGA back office portal under Sales Tools, My Sales Tools then Certifications.

            Transfer/Release Policy

            Immediate Release Policy:
            To receive an immediate release, agents must obtain a release letter from their current upline. The letter of release needs to be in writing using company letterhead, signed by the principal, with a current or future effective date of the release. Send release letter and Agent to MGA Form to AgentSupport@humana.com & contracting@appliedga.com. Please see the timeline for processing times.

            Delayed 90 Day Release
            Complete the Agent to MGA Form and return via email to AgentSupport@humana.com & contracting@appliedga.com. Please see the timeline for processing times.

            Humana: Agent Release Timeline

            Demographic Changes

            Log into https://www.humana.com. Click on your name or agency name in the top right, select Profile. Then Edit Profile Information.

            EFT Changes

            Log into https://www.humana.com. Click on Update Direct Deposit under the Commissions section.

            Add Non-Resident State

            View your current non resident appointment on www.humana.com. Navigate to Licensing & Contracts.

            Active agents can add a license by sending an email to agencymgt@humana.com. Ask for the state to be loaded on your Humana appointment. Include your SAN number and copy of the license is not needed.

            The resident license and all non-resident licenses are pulled from NIPR during the initial contracting and all are loaded upon activation.

            Assignment of Commissions

            Complete the Humana Assignment of Commission form and Email: agencymgt@humana.com or Fax: 920-339-2160
            Please include Commission Assignment Form with your SAN in the subject line of your email or fax.

            Imperial Health Plan

            Contracting

            Thank you for your interest in certifying with Imperial. To conduct enrollment with Medicare beneficiaries into any of the Imperial plans, agents must be certified in each state.

            To obtain online certification email contracting@appliedga.com and agents@imperialhealthplan.com . Include your Name, NPN, state, Upline as AGA and email address.

            Example: Hi Imperial and AGA, Please contract me with Imperial in CA under AGA. My name is Gerry Joe, NPN 123554, GIjoe@gmail.com. Thank you.

            Imperial will then send you an agent online contracting and certification link.

            Any general questions can be addressed by calling Imperial’s Agent Support line 800-838-5197.

            Transfer/Release Policy

            Policy: A letter of release is required to transfer an agent if they have written business in the past six months. If no business has been submitted in the past six months then the agent is able to transfer to a new upline.

            Start your transfer today by emailing contracting@appliedga.com. Tell us you are currently contracted with another upline, would like to move to AGA, and when you last submitted Imperial business. If you are not sure when your last piece of business was submitted please reach out to Imperial’s Agent Support line 800-838-5197.

            Example Email: AGA Contracting, I am currently contracted with Imperial through Jones Agency, but I would like to transfer to AGA. I last wrote business in November of last year. Thank you, Sally Ann

            When received we will send Imperial your email and complete a form to transfer you to AGA. The entire transfer process can take from one to three weeks.

            Add Non Resident State

            To conduct enrollment with Medicare beneficiaries into any of the Imperial plans, agents must be certified in each state. 

            To obtain online certification email contracting@appliedga.com and agents@imperialhealthplan.com . Include your Name, state, NPN, Upline AGA and email address.

            Example: Hi Imperial and AGA, Please contract me with Imperial in CA under AGA. My name is Gerry Joe, NPN 123554, GIjoe@gmail.com. Thank you.

            Steve will then send you an agent online contracting and certification link.

            IMG

            Contracting

            You can immediately begin Intervalley contracting by using the following contracting link: https://producer.imglobal.com/login/new-producer-contracting.aspx?mga=182158

            Intervalley

            Contracting

            You can immediately begin Intervalley certification by using Intervalley certification instructions in your AGA back office portal under Sales Tools, My Sales Tools then Certifications.

            Once you have completed the training email certs@appliedga.com your in person training date and location. AGA Contracting will then confirm you are ready to sell. Intervalley will appear as “Approved” in your contracting statuses under your AGA portal then My Account then Contract & Certs

            Transfer/Release Policy

            Intervalley currently requires a letter of release to transfer uplines. Please send a copy of your letter of release to contracting@appliedga.com and let us know you need to transfer your Intervalley contracting.

            Intervalley: 909-623-6333

            Kaiser Permanente

            Contracting

            Thank you for your interest in marketing Kaiser Permanente through Applied General Agency. Kaiser Permanente uses an online contracting system and we will need some information to get the process started.

            To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it with your current year’s AHIP to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link and access code to begin contracting in a few days.

            To complete the contracting you will go to https://miramar-agent.com and use the access code from your email. If you cannot find your access code please email contracting@appliedga.com or help@appliedga.com. Please see the Miramar User Guide to complete the contracting.

            Transfer/Release Policy

            If you are contracted with Kaiser Permanente through another FMO we will require a release from the current FMO. In addition, your current FMO will need to update you to “Terminated” on their Kaiser Onboarding report. Please notify contracting@appliedga.com when your upline has completed this task and attach a copy of your release letter.

            If you are contracted directly with Kaiser you will need to reach out to Kaiser to request a termination/release to realign under Integrity/AGA. Once that has been completed please notify contracting@appliedga.com, and we will begin your onboarding.

            Demographic Changes

            Please email changes to contracting@appliedga.com.

            EFT Changes

            You will receive this carrier’s commision from AGA. Email the EFT Form and a void check to contracting@appliedga.com to update your EFT with AGA.

            Add Non Resident State

            To add a state, please complete a 5.6 form and return it to contracting@appliedga.com. If contracting in a new state please include a copy of your license. 5.6’s are located in your back office portal under Agent Resources then Forms Library.

            LA Care

            Contracting

            Thank you for your interest in marketing LA Care through Applied General Agency. LA Care uses an online contracting system, and will require you to complete your own contracting. To get started please create an agent portal and request contracting.

            See LA Care portal and onboarding training guide. Please have your license, E&O and AHIP ready to upload.

            LA Care Broker Link http://www.lacare.org/agent-central

            Apply Now, select LA Care Cal MediConnect, Select AGA, complete basic information and submit. Once completed AGA will review your submission, then you will receive your training link

            User Notes LA Care

             

            Transfer/Release Policy

            Per LA Care, agents are only allowed to transfer once a year between January and August. If you submit a request to transfer any time after September 1st, the request will be declined. You will need to resubmit the request in January.

            LA Care request transfer by logging into Sales Force, submit a request and upload your release. LA Care transfer process

            https://lacareorg.force.com/Login

            Transfer*
            Agent submits transfer request with L.A. Care Health Plan to existing General Agency (Transfer should be processed by General Agency within 48 hours. If transfer request is not processed within 48 hours, L.A. Care Admin will follow-up with General Agency. L.A. Care Admin may escalate transfer requests if General Agency does not respond)
            L.A. Care admin will approve transfer requests within 10 business days.
            When transfer is complete, L.A. Care will notify agent via email.

            Commission (with book of business transfer)
            If transfer is approved by L.A. Care before the 5th of the month (Commission change will reflect change on the following month.)
            If transfer is approved by L.A. Care after the 5th of the month (Commission change will reflect change 2 months from the transfer complete date.)

            *Please note that transfers are not permissible between September-December, on a yearly basis.

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